Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2025
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Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2025
NEW YORK CITY, NEW YORK / ACCESS Newswire / October 22, 2025 / Magnus Financial Group LLC, a registered investment advisory (RIA) firm based in New York City, has gained further recognition within the financial services industry after earning a place on Forbes America's Top RIA Firms 2025.
The fourth annual Forbes/Shook® Top RIA list highlights firms with proven records of safeguarding and growing client wealth. Collectively, the 250 firms on this year's ranking oversee more than $1.9 trillion in assets.
"We are delighted to once again be recognized by Forbes among America's Top RIA Firms," said Michael Schwartz, CFP®, ChFC®, AEP®, CEO of Magnus Financial Group. "This continued recognition underscores our team's dedication to delivering exceptional service and personalized financial solutions for our clients."
SHOOK® Research scours the financial services industry for nominations and accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. As of this date, SHOOK® Research received nearly 46,212 nominations and then determined those RIA Firms that are to be recognized in the ranking.
The full methodology can be viewed online.
About Magnus Financial Group:
Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm located in New York City. Magnus provides customized wealth management and financial planning services for clients in all phases of their lives. As an independent RIA, Magnus provides high-quality service with a personalized client approach. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that support a variety of departments, including investment and insurance operations, research and trading, and compliance.
For more information on Magnus Financial Group and our services, visit our website at https://magnusfinancial.com
Contact Information
Rachita Sharma
CMO, Blue Ocean Global Tech
[email protected]
623-283-6176
SOURCE: Magnus Financial Group LLC
View the original press release on ACCESS Newswire
G.Stevens--AMWN